Lombard Securities Incorporated
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 27954
- Registered since
- February 11, 1991
- Website
- www.golombard.com
Firm profile
FINTRXOverview
Lombard Securities Incorporated is organized as a corporation and has been SEC-registered since 1991. Ownership is listed as individual, and the firm is categorized as "Unclassified" in the available data. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not designated as a multi-state adviser. Additional classifications such as pension consulting or related-adviser status are not attributed to the firm in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Terry Donlan Welker
Chief Compliance OfficerCRD 2825889
William Socha
Co-CEO & CFOCRD 712323
Charles Fox
Co-ceoCRD 1201770
Contacts
3 of 54
Harvey Byrd
Investment Advisor RepresentativeCRD 5202142
Christopher Oates
RepresentativeCRD 7112669
David Guensch
Financial AdvisorCRD 1769051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1820 Lancaster St
- Time zone
- ET (UTC-5)
- Office locations
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